Jacobs Levy Equity Management’s AES AES Stock Holding History

Jacobs Levy Equity Management’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-185,896	Closed	-$4.78M	–	988
2022 Q1	$4.78M	Buy	+185,896	New	+$4.2M	0.03%	440
2021 Q3	–	Sell	-28,775	Closed	-$750K	–	1025
2021 Q2	$750K	Buy	+28,775	New	+$760K	0.01%	800
2017 Q4	–	Sell	-85,500	Closed	-$942K	–	980
2017 Q3	$942K	Buy	+85,500	New	+$954K	0.02%	593
2015 Q4	–	Sell	-16,400	Closed	-$161K	–	793
2015 Q3	$161K	Buy	+16,400	New	+$198K	﹤0.01%	729
2013 Q3	–	Sell	-236,170	Closed	-$2.83M	–	917
2013 Q2	$2.83M	Buy	+236,170	New	+$3M	0.05%	360

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jacobs Levy Equity Management's AES Position: Q2 2022 in Review

Jacobs Levy Equity Management sold out of AES (AES) in Q2 2022, closing a stake of 185,896 shares — an estimated $4.78M sold.

Jacobs Levy Equity Management first reported a position in AES in Q2 2013 and held it in 5 quarters. The position peaked at $4.78M in Q1 2022. 596 funds tracked by Wall St. Rank hold AES as of Q2 2022.

Jacobs Levy Equity Management reported no remaining AES position as of Q2 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 185,896 AES shares in Q2 2022, an estimated $4.78M.
Jacobs Levy Equity Management first reported a position in AES in Q2 2013 and held it in 5 quarters.
Jacobs Levy Equity Management's AES position peaked at $4.78M in Q1 2022.
596 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2022, filed 15 Aug 2022.